Salesforce Records

create records you can create new salesforce objects from websites using prospect on any website, click the recruitbolt extension icon to open the extension menu click the + create button next to the search box choose to create a lead , contact , or account complete the record information click the save button to finish search records you can use prospect to search salesforce records (contacts, leads, and accounts) that match what you view on the web page search records from the contextual menu on a web page, highlight any text on the page you want to search right click and select search salesforce for "highlighted text here" in the contextual menu prospect will then search through your salesforce to surface any matches and display them in the prospect sidebar click on the salesforce record name to edit it or create task to create a task from them additionally, click import to salesloft to import them to salesloft search records from the extension icon click the recruiterbolt extension icon use the search box to search your salesforce records click on the salesforce record name to edit it or create task to create a task from them additionally, click import to salesloft to import them to salesloft